Wishing you a happy holiday and wonderful new year. Please note our office opening hours for the winter holiday period.

Extended Fund Range

Our Extended Fund Range has been created to offer choice and exposure across all investment sectors and markets through direct access to collective investments. The Extended Range provides ultimate flexibility for advisers to select from a platform-style range where you can build investment strategies that align to your own model portfolios or centralised investment propositions.

This range has been created to offer the maximum amount of choice and exposure across all investment sectors and markets. Funds within this range are accessed via the fund provider but within the same product. The Extended Range provides ultimate flexibility for advisers to construct their own model portfolios.

We will be continually looking to evolve the funds available in the Extended Range to meet the needs of advisers and clients. If we don’t have a fund you’d like then please get in touch with us.

It is important to note that the Extended Range in The Retirement Account will not accept any unregulated investments, or directly hold property, quotes or unquoted shares, government gilts or structured products. The product is a life company Self-invested Personal Pension where financial protection and the business reputation of Canada Life is critical.

Fund Research Centre 

All Retirement Account fund information is now available on the fund centre (built in conjunction with Morningstar). You can:

  • Access fund factsheets and daily unit prices
  • Search and segment using a range of factors such as fund sector, asset class and cost
  • Evaluate past performance
  • Compare up to five investments using a variety of user-defined factors
  • Use the Morningstar X-ray tool to provide information on a multi-investment portfolio and assess how asset allocation is diversified by region, sector and style.
Fund range and investment proposition Retirement Account At a glance Retirement Account technical summary
Retirement Account -
Investment options
Retirement Account -
At a glance
Retirement Account -
Technical summary

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The value of investments may go down as well as up. Taking income or withdrawals in excess of fund growth may result in the fund running out quicker than expected. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Inflation will reduce how much the Fund is worth in real terms and inflation will reduce how much your income is worth over the years. It is essential to seek advice from a suitably qualified adviser. In respect of the Guaranteed Income, inflation may reduce how much your income is worth over the years.


Useful links

The Retirement Account

The Retirement Account Funds

The Retirement Account Core Range

The Retirement Account Governed Range

The Retirement Account Daily Unit Prices

Related Documents

Contact our Sales Team

 

 

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.